KFSN
BTC

Keystone Financial Services (Nebraska)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Keystone Financial Services (Nebraska)’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Buy
9,699
+2,620
+37% +$83.2K 0.15% 58
2026
Q1 		$212K Buy
7,079
+1,904
+37% +$64.3K 0.14% 55
2025
Q4 		$200K Buy
5,175
+1,095
+27% +$48.5K 0.14% 54
2025
Q3 		$207K Buy
+4,080
New +$207K 0.14% 53

Other funds holding BTC

PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s BTC Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 37% in Q2 2026, buying an estimated $83.2K and bringing the position to 9,699 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #58.

Keystone Financial Services (Nebraska) first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Keystone Financial Services (Nebraska) held 9,699 shares of Grayscale Bitcoin Mini Trust ETF worth $252K as of Q2 2026.
  • Keystone Financial Services (Nebraska) bought 2,620 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $83.2K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.15% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #58 holding.
  • Keystone Financial Services (Nebraska) first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.